GTSGX Mutual Fund

GTSGX Mutual Fund

NAV$16.55
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Returns Overview

1 Month
-6.03%
3 Months
-2.15%
6 Months
+6.24%
YTD
+1.11%
1 Year
+0.44%
3 Years (annualized)
+9.99%
5 Years (annualized)
+7.41%
10 Years (annualized)
+11.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GTSGX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+1.11%
Peer Avg (YTD)
+6.72%
vs Peers
-5.61%

GTSGX Mutual Fund Performance

GTSGX performance across multiple time periods: 1-month -6.03%, YTD 1.11%, 1-year 0.44%, 3-year 9.99%, 5-year 7.41%, 10-year 11.16%.

GTSGX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

GTSGX vs another fund shows side-by-side returns. GTSGX alternatives are available in the Mutual Fund Screener.